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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,005 | $160,028-9.4% | $147,080-1.4% | $145,884-0.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.87% | 98.60%-82.7pp | 420.17%-404.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $17,426 | $5,286+229.7% | $4,933+253.2% | $4,662+273.8% |
| Participant deferral / active EE | $5,224 | $8,422-38.0% | $8,066-35.2% | $6,690-21.9% |
| Admin fee / account holder | $762 | $15,030-94.9% | $12,989-94.1% | $13,392-94.3% |